Theodore PeroulakisTheodore Peroulakis, CFP®, ChFC®, AIF®Vice PresidentWealth Advisor
About Theodore
Ted Peroulakis is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a member of Girard & Associates, he works closely with businesses, affluent individuals and families to design lasting strategies that address their unique objectives.
As a member of the J.P. Morgan Wealth Management Portfolio Manager Program, Ted is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. His deep industry knowledge and ability to assess and respond to evolving market conditions help him develop financial strategies that seek appropriate returns.
With over 20 years of experience in the financial industry, Ted was with Merrill Lynch before joining J.P. Morgan in 2020 with his team. He is pleased to offer his clients the breadth of solutions available through the robust investment platform of the firm.
Ted has dedicated his life to the study of finance, economics and investments. His passion is helping clients preserve and grow their wealth. Ted earned a B.S in Finance from Florida State University and an M.B.A. from the University of Miami. He is a CERTIFIED FINANCIAL PLANNER™ and holds the ChFC® designation, which emphasizes practical applications of financial planning.
Committed to making a difference in his local community, Ted takes great pride in volunteer work. Notably, he serves as Team Leader of an American Red Cross Disaster Action Team and is a Red Cross Hurricane Shelter Manager. Ted is the Chairman of the Board of Directors for his local American Red Cross chapter. He also serves on the Board of Directors of the Homeless Coalition of Palm Beach County. Raised in South Florida, Ted lives near Palm Beach Gardens with his wife, Elena and his son, Alexander. Ted is proficient in Greek.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®
CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trade.marks owned by Certified Financial Planner Board of Standards, Inc.
Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.
AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary® CFP® and CERTIFIED FINANCIAL PLANNER™ are registered trade.marks owned by Certified Financial Planner Board of Standards, Inc. Chartered Financial Consultant® (ChFC®) is a registered trademark of The American College of Financial Services.
Insights
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